![Tower Talk: Navigating Markets](/img/default-banner.jpg)
- 23
- 708
Tower Talk: Navigating Markets
Canada
Приєднався 24 січ 2022
Show hosts Tarek Williams and Mark Maxwell use their knowledge and years of experience in portfolio management to discuss and dissect various trends and topics in the world of finance and economics.
Episodes will be released monthly, subscribe to make sure you don't miss out!
Episodes will be released monthly, subscribe to make sure you don't miss out!
The "Magnificent 7" Blinked: Moving Beyond Tech Stocks to Diversified Investments
In this episode, we discuss recent stock market trends, highlighting a potential shift from the dominance of large tech stocks, known as the "magnificent seven," to smaller-cap stocks and a broader market.
This may be the beginning of the market rotation we've been talking about.
Next we discuss the importance of a diversified investment strategy and introduce a new dividend yield portfolio focused on high dividend-paying stocks in Canada. The portfolio aims to provide a steady income stream with tax advantages and is expected to yield around 6%.
Tune in to find out more details!
If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.
info@towerasset.ca
The Magnificent Seven (00:02:00)
Discussion on the concentration of returns in major tech stocks, highlighting their impact on the market.
Valuation Concerns (00:02:45)
Tarek mentions the high valuations of tech stocks, particularly Nvidia's P/E ratio.
Positive Signs for Smaller Stocks (00:03:53)
Returns are shifting towards smaller-cap stocks, indicating a potential market rotation.
New Dividend Yield Portfolio Strategy (00:06:11)
Mark introduces the new dividend yield portfolio strategy focused on high dividend-paying Canadian stocks.
Expected Yield and Tax Advantages (00:08:01)
Discussion on the expected yield of around 6% and the tax benefits of dividends over other income.
This may be the beginning of the market rotation we've been talking about.
Next we discuss the importance of a diversified investment strategy and introduce a new dividend yield portfolio focused on high dividend-paying stocks in Canada. The portfolio aims to provide a steady income stream with tax advantages and is expected to yield around 6%.
Tune in to find out more details!
If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.
info@towerasset.ca
The Magnificent Seven (00:02:00)
Discussion on the concentration of returns in major tech stocks, highlighting their impact on the market.
Valuation Concerns (00:02:45)
Tarek mentions the high valuations of tech stocks, particularly Nvidia's P/E ratio.
Positive Signs for Smaller Stocks (00:03:53)
Returns are shifting towards smaller-cap stocks, indicating a potential market rotation.
New Dividend Yield Portfolio Strategy (00:06:11)
Mark introduces the new dividend yield portfolio strategy focused on high dividend-paying Canadian stocks.
Expected Yield and Tax Advantages (00:08:01)
Discussion on the expected yield of around 6% and the tax benefits of dividends over other income.
Переглядів: 19
Відео
Navigating Market Trends: Private Equity, Election Years, and Concentration in US Equities
Переглядів 31Місяць тому
In this episode of Tower Talk, we delve into various market topics, including private equity, election year impacts, and US equity concentration. We discuss the liquidity crisis in private equity (yes, there is a liquidity crunch) with large funds facing challenges due to lack of exits. The conversation shifts to the historical trend of how markets perform during US election years. Finally, we ...
Value or Momentum: Which Investing Strategy Is Right for You?
Переглядів 1592 місяці тому
In this episode, we explore the nuances of Value and Momentum investing strategies. Value investing targets undervalued companies with strong fundamentals, while Momentum investing rides the wave of current market trends. Tarek and Mark share insights from Tower's own in-house Momentum strategy, emphasizing a disciplined, mathematical selection process. The conversation underscores the importan...
Is Private Equity Overvalued? We may see a PE Correction!
Переглядів 134 місяці тому
Private equity is an asset class that is generally only accessible to the wealthy, both individuals and institutions. In fact, Ivy League universities are known for their sizable endowments and large portions of their endowments are invested in private equity. However, Mark recently had a conversation with a Harvard alum and suspects all may not be well in the ivory tower. Tower is sounding the...
Are AI stocks overvalued? Isn't this just like the Dot Com bubble?
Переглядів 204 місяці тому
This question was asked during a live episode of Tower Talk. Everyone is talking about AI, and AI stocks have seen substantial returns in the last 18 months. Is AI really as revolutionary as everyone seems to think? Or will there be a large correction? Watch Full Episode: ua-cam.com/video/WNv7_IkieXk/v-deo.html If you have questions, topic ideas or want to discuss your own investments please re...
Market Performance, Private Equity, the AI Revolution and More!
Переглядів 284 місяці тому
In this live episode of Tower Talk we start by discussing the current state of US and Canadian markets. Markets have been doing well, but those returns have been concentrated in a small number of large companies driven by the ongoing "AI Revolution". We compare the economic trends in both countries to see if we can expect markets to continue to climb this wall of worry. Then Mark outlines why t...
Exploring Strategies to Reduce Taxes and Build Wealth
Переглядів 325 місяців тому
Maximizing your financial potential isn't just about earning-it's about smart saving, too. That's why this month's episode of Tower Talk is all about taxes. We unpack the power of registered accounts like RRSPs, RESPs, and TFSAs. Understanding contribution limits and employer matching can make a significant difference in your tax savings. We also explore the importance of estate planning and su...
Year in Review
Переглядів 286 місяців тому
Happy New Year Tower Talk listeners! Markets ended 2023 on a strong note (the Santa Claus Rally came through!) and we look back at some highlights, including how many were calling for a recession in 2023. We also go through how the Tower portfolios performed, and show why one strong year in the market is not nearly as important as consistency. Finally, we look forward to what we expect for 2024...
Finishing Strong
Переглядів 188 місяців тому
It's hard to believe but 2023 is coming to an end. We hope that you're spending your holiday season with family and friends, but we also want to make sure you take care of your finances as well! Year-end means tax planning, managing registered account contributions (RRSPs, TFSAs, etc.) and charitable donations among other things. We discuss what you need to know going in to year-end as well as ...
Defining Risk
Переглядів 228 місяців тому
What does the word "Risk" mean? We use it constantly in life to describe a number of different things and its meaning can be deeply personal. What one person sees as risky, another person may see as exactly the opposite. The word Risk is used often in Investment Management and we wanted to provide some clarity around what is meant by Risk in our context. Then, after we're all on the same page r...
Q3 2023 - Quarter in Review
Переглядів 4410 місяців тому
Q3 is behind us and with the leaves falling and the air getting crisp we are in the final quarter of 2023! Markets were down this quarter which is a reversal of much of the positive momentum we saw in the first half of the year. This dip is in response to many factors, including this new "higher for longer" interest rate environment. However, we are anticipating this is part of a larger rotatio...
Timing the Market
Переглядів 3711 місяців тому
Timing the Market. Is it possible? The short answer is no, but the longer and more interesting answer is, it depends and is it really even worth it? This month we look at what it means to try to time the market. We compare the perfect investor, who picked the best day to invest for 20 years, to the investor who just invested regularly. The results may surprise you. Markets will correct, that's ...
Economic Indicators
Переглядів 27Рік тому
An economic indicator is a piece of economic data used to understand current and future economic activity. They're used to judge the overall health of an economy. In this episode Mark and Tarek discuss some of their favorite economic indicators and what they mean for the larger economy. What are Purchasing Managers expecting for the economy? Who is Dr. Copper and how is he so good at predicting...
Q2 2023 - Quarter in Review
Переглядів 31Рік тому
Welcome to Tower Talk: Navigating Markets! This is the 1st official episode of Tower Asset Management's new video/podcast series. Show hosts Tarek Williams and Mark Maxwell use their knowledge and years of experience in portfolio management to discuss and dissect various trends and topics in the world of finance and economics. Episodes will be released monthly, subscribe to make sure you don't ...
Q1 2023 - Quarter in Review
Переглядів 33Рік тому
In this video, we dive into the current state of the capital markets in Q1 of 2023. We'll be taking a closer look at some of the most pressing issues facing the financial industry today, including the banking crisis, interest rates, and inflation. We also discuss the financial press in general and how there are always reasons not to invest. Finally, we look at the returns for our strategies and...
Q3 2022 - Quarter in Review | Part Three
Переглядів 18Рік тому
Q3 2022 - Quarter in Review | Part Three
I appreciate you keeping me informed.